Harness + Salesforce
Create Salesforce records for each new Harness donor
Turn new donor data in Harness into fresh records in Salesforce instantly. This automation creates a new record in Salesforce every time a new donor comes through Harness, saving your non-profit time and ensuring all your fundraising data is captured reliably. Increase your organization's efficiency by letting this workflow handle data entry, so you can focus on making a bigger impact.
Turn new donor data in Harness into fresh records in Salesforce instantly. This automation creates a new record in Salesforce every time a new donor comes through Harness, saving your non-profit time and ensuring all your fundraising data is captured reliably. Increase your organization's efficiency by letting this workflow handle data entry, so you can focus on making a bigger impact.
- When this happens...New Donor
Triggers when a donor registers a new account
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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Donation Failed
Triggers when a donation of any kind (one-time, monthly, round-up) fails, usually due to card errors
Try ItDonation TypeRequired
Try ItMonthly Donation Created
Triggers when a donor creates a new monthly donation subscription.
Try ItRound-Up Account Cancelled
Triggers when a donor cancelled their round-up account.
Try It
Monthly Donation Cancelled
Triggers when a donor cancels a monthly donation.
Try ItNew Donor
Triggers when a donor registers a new account
Try ItRound-Up Account Created
Triggers when a donor connects a new round-up account.
Try ItNew Ticket Purchase
Triggers when a transaction is completed in the ticket store
Try It
